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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,470 | $138,076-40.3% | $123,553-33.3% | $135,380-39.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.04% | 153.70%-156.7pp | 119.21%-122.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $15,297 | $5,152+196.9% | $4,628+230.5% | $4,779+220.1% |
| Participant deferral / active EE | $2,500 | $6,800-63.2% | $6,426-61.1% | $5,609-55.4% |
| Admin fee / account holder | $469 | $10,917-95.7% | $9,284-95.0% | $10,828-95.7% |